Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle.
Morris Amiri (CRD# 4266581) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 20 years of experience in the finance...
Ronald Morgan (CRD# 3254751) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Stevenson Ranch, CA and has over 17 years of experience in the finance industry.
Robert Stern (CRD# 3147256) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Stevenson Ranch, CA and has over 18 years of experience in the finance industry.